Pension Consultant

3 weeks ago

Newcastle upon Tyne, United Kingdom Gallagher Full time

**About Us**

Gallagher Benefits Services (GBS) is part of Gallagher, one of the World's leading insurance, risk management and consulting companies. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customised solutions that will protect them and fuel their futures.

GBS are a leading, full-lifecycle employee benefits consultancy, trusted by employers of all kinds to help them build a better workplace. As a member of our Reward & Benefits Consulting team, you’ll help our clients - employers of all sizes, across all industries - build better workplaces, positively impacting the lives of thousands of employees every day.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

**Your Role**

Are you an up-and-coming Pensions Consultant based in Yorkshire / North East region of the United Kingdom (Newcastle / Leeds /York / Sheffield / Wakefield)?

Do have a passion for delivering high-quality consultancy and client services? If so, we have a unique opportunity for you to join our Corporate Pension and Employee Benefits team.

This is a non-regulated, B2B, corporate pension and employee benefits role. Utilising your wealth of experience, you’ll maintain and develop a portfolio of new and existing corporate clients. You’ll provide high-quality advice and consultancy while identifying and developing new business opportunities.

You’ll be responsible for client account ownership, anticipating and promptly responding to their ongoing and future needs and objectives.

If you’re passionate about meeting and exceeding client expectations and ensuring the consistent delivery of outstanding service, we’d love for you to join our team. In return for your dedication, we'll support you in developing your strengths and career aspirations.

**Key Responsibilities**:

- Demonstrating extensive and up-to-date technical employee benefits knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance
- Actively contributing towards the development and management of the Employee Benefits corporate objectives
- Developing effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken
- Achieving and exceeding revenue targets, through retention of existing clients and new business generation
- Ensuring the profitable growth of the business by identifying and proactively developing and securing additional revenue from existing clients and new client relationships through cross-selling initiatives, referrals, professional connections and leveraging AJG’s internal network
- Proactively identifying other new business opportunities for other areas of the wider business and General Insurance broking colleagues within the AJG Group
- Taking overall responsibility to ensure all clients are profitable, serviced on the agreed standard / bespoke pricing basis, and fee invoicing process is undertaken in a timely manner
- Monitoring income to ensure budget achievement and financial control over portfolio and client budgets
- Ensuring adherence to the firm’s engagement and re-engagement procedures, with suitable protections in place

**Qualifications, Technical knowledge and understanding**
- Extensive and up-to-date technical knowledge of employee benefits consultancy (e.g. Corporate contract-based DC Pensions / Group Risk / Healthcare) and proficiency in Microsoft Office suite.
- Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers

**Experience**
- Demonstrable experience within a similar role in Financial Services
- Demonstrable record of sales success, with the ability to manage and develop compliant business from new and existing clients in the corporate client arena
- Service and sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, established network of contacts internally and externally, developing and maintaining strong relationships
- Strong verbal and written communication/presentation skills at all levels, both internally and

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